How to profit from electric vehicles in the post-subsidy era? Dagu said that relying on ecological and value-added services

In the past two years, the retreat of new energy subsidies has become the hottest topic in China's auto market.

In 2017, affected by the new energy subsidy policy, in the first quarter of 2017, there were 58,317 new energy vehicles produced in China, with sales of 55,929 vehicles, down 7.7 and 4.7% respectively over the same period of the previous year. The overall sales of new energy vehicles in 2017 also seems to be affected by the new energy subsidy policy.

New energy subsidies will accelerate in 2018, and the impact will still be widespread. On July 20, at the "2018 Industrial Innovation and New Energy Vehicle Summit", Shi Jianhua, deputy secretary-general of China Association of Automobile Manufacturers, Zhao Gang, vice president of Zero-Running Motors, director of electric coffee car, chief marketing officer Xiang Dongping, Green Chi Automobile Group Executive Vice President, Chief News Spokesperson Ren Yahui, Guangzhou Weiersen Information Technology Co., Ltd. New Energy Senior Consultant Tian Weidong, Jianghuai New Energy Passenger Vehicle Marketing Business Center Director Wang Hui also focused on “post-subsidy era, how electric vehicles are profitable” Round table dialogue.

Tian Weidong: New energy car companies should be ecological like Xiaomi, earn money for related services.

Regarding how profitable electric vehicles are, Tian Weidong put forward the following three points:

First, new energy auto companies rely on the intelligent network connection trend of the Internet of Vehicles, do the same ecology as Xiaomi mobile phones, and make money on auto-related services. Second, within the auto companies, new energy auto companies can sell points to luxury auto brands; Third, new energy auto companies should reduce the cost of electric vehicles and increase the competitiveness of their auto products, and reduce the price of electric vehicles to a level acceptable to consumers.

Tian Weidong further said that after the subsidies have subsided, the new energy vehicle market is still dominated by pure electric power, but in the future, the proportion of plug-in hybrid (PHEV) will become larger and larger, especially after the Toyota Corolla hybrid hybrid car is launched next year. It will definitely detonate a wave of PHEV production.

In addition, he also pointed out that at present, except for Beijing, Shenzhen and Shanghai are mainly based on the sales of plug-in hybrid cars. "We believe that in the future, Class A cars will be dominated by pure electric, Class B and The above models will be dominated by plug-in hybrids."

Electric coffee car to Dongping: After the subsidy era, the new power of the car should do more value-added business to achieve profitability

In the post-subsidy era, how to make electric vehicles profitable, Dongping believes that as a member of the new force of the car, it should be realized through various integrations of the industry, to enhance added value, or to do more value-added services to achieve profitability.

Xiang Dongping also cites that the car becomes a mobile intelligent terminal, and the software and electronic equipment it loads are included in the cost. Although the current cost ratio in this area is relatively low, it may account for a higher proportion in the future, so how to add value by mobile smart devices will be very important.

He believes that in addition to considering profitability, how to compete with cost pressures and create value for customers will be an important issue for future car companies.

China Automobile Association Shi Jianhua: The main engine factory will be eliminated without market awareness

Shi Jianhua, deputy secretary-general of China Association of Automobile Manufacturers said: "Thirty years ago, China adopted a planned production model. Many state-owned enterprises were spoiled. Without market awareness, they would not face the market. Instead, emerging forces had a market base and were good at winning consumers. ."

Shi Jianhua bluntly said, "New business, new business model and consumption model are the must for car companies. Whether it is the former market, the post market or the service, the OEM is not just a manufacturing enterprise. Think more about the needs of consumers, consider future models, such as shared travel, time-sharing, etc. If large companies do not consider the issue from a market perspective, no matter how big, it may fall."

Green Chi Auto Ren Yahui: New energy car companies can not rely entirely on subsidies during the initial period

Ren Yahui pointed out that “subsidy exit or even complete cancellation is the general trend. Financial subsidies have a positive effect on the development of new energy auto industry. However, if new energy companies rely on financial subsidies during the initial period, they will not be able to pay for it.”

Ren Yahui does not agree with the idea that the new forces of the car "do not understand the rules". He believes that "traditional cars are not synonymous with 'conservative', and there is no competitor between traditional car companies and new forces."

Ren Yahui said that the sharing advocated by Green Chi does not mean that all things must be done. “Green Chi is doing what we are good at. In areas that are not good at it, we will seek resources from the society to do so, so that the cost can be reduced.”

Jianghuai Wang Hui: New changes in the supply and demand of new energy vehicles, car companies can really make money

Wang Hui said that in the future, the follow-up changes to the "double points" policy will have a far-reaching impact on new energy car companies and traditional car companies. Second, the market will determine the price of points based on supply and demand; finally, when the market's new energy When the demand for cars is greater than the existing capacity, new changes will be made in the relationship between supply and demand, and car companies will be able to make real money.

Wang Hui also pointed out that under the general trend of the development of the automobile industry led by electrification, intelligence, networking and sharing, the demand for new energy vehicles may appear to be blowout.

“When new energy vehicles are more competitive in the face of traditional vehicles, the possibility of being selected will increase. When the demand is more than the total amount that can be produced, the profit of new energy vehicles will not be too great. The problem." Wang Hui further said.

Zhao Gang said that it is a long-term industry to be a smart electric vehicle. The company must ensure that it survives in the first three years and should not consider making money.

"For zero-run, it is a success to be able to achieve hematopoiesis within five years." Zhao Gang said, "Electric vehicles as a new species, users who purchase in advance, are not necessarily people with strong spending power, but they are definitely People who are passionate about new things. We believe that more subsidies should be fed back to real users, giving consumers more added value and stronger brand premiums."

Zhao Gang revealed that after the zero-run A0-class car was launched, the A00-class car will also be introduced to the market, followed by the A+ and B+-class electric vehicles.